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Nvidia Q1 earnings: The 3 things this analyst will be watching
Yahoo Finance Video84d agoneutralVIDEO
Nvidia Q1 earnings: The 3 things this analyst will be watching

AI chip leader Nvidia (NVDA) will be reporting its first quarter earnings this Wednesday, May 20. D.A. Davidson head of technology research Gil Luria sits down with Julie Hyman to dive into what he'll be listening for on Nvidia's earnings call later this week and what is being signaled about the chipmaker's margins.

Intel Apple Chip Pact Tests Valuation As U.S. Foundry Ambitions Grow
Simply Wall St.84d agoneutral
Intel Apple Chip Pact Tests Valuation As U.S. Foundry Ambitions Grow

Intel (NasdaqGS:INTC) and Apple have reached a preliminary agreement for U.S.-based chip production. The arrangement is supported by major U.S. government backing and industrial policy initiatives. The deal focuses on reducing reliance on overseas semiconductor manufacturing, particularly in Taiwan. The agreement marks a potential shift in Intel's role as a foundry supplier to large third party customers. For Intel, a leading U.S. chip designer and manufacturer, this preliminary deal with...

Citi Hikes Intel Price Target to $130: The Agentic CPU Boom Reshapes the Story
24/7 Wall St.84d agoneutral
Citi Hikes Intel Price Target to $130: The Agentic CPU Boom Reshapes the Story

Citi just made a bold reassessment of the CPU story in the AI era. Analyst Atif Malik raised the firm’s price target on Intel to $130 from $95 and kept a Buy rating on Intel (NASDAQ:INTC), citing an entirely new total addressable market framework built around agentic CPU workloads. For long-term investors, the call reframes ... Citi Hikes Intel Price Target to $130: The Agentic CPU Boom Reshapes the Story

AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?
24/7 Wall St.84d agoneutral
AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?

An analyst firm just put a much bigger number next to Advanced Micro Devices (NASDAQ:AMD), yet stopped short of telling clients to buy. Citi raised its price target on AMD to $460 from $358 while keeping a Neutral rating, anchored to a sweeping new CPU forecast that pegs the market at $132 billion by 2030. ... AMD Price Target Vaults to $460 at Citi on $132 Billion CPU Forecast. So Why Neutral?